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Electrification & Grid

Electrification and grid covers the equipment and construction needed to move far more electricity than today’s network was built for. Transformers, switchgear, and cable have all become scarce, with order books stretching years ahead.

59 stocks

Energy Storage Grid Equipment Transmission Buildout
# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
376
GL
Governors Lane
New York
$14.6M $0 1 0.7% Maintained
377
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$14.5M -$10.7M 2 0.04% Reduced
378
EULAV Asset Management
EULAV Asset Management
Florida
$14.5M +$176K 3 0.69% Increased
379
Tocqueville Asset Management
Tocqueville Asset Management
New York
$14.5M -$17.4M 4 0.18% Reduced
380
HA
Halsey Associates
Connecticut
$14.4M +$355K 1 2.54% Increased
381
AR
Advisory Research
Illinois
$14.4M +$1.71M 2 0.26% Increased
382
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.4M -$96.9K 12 0.22% Reduced
383
Copeland Capital Management
Copeland Capital Management
Pennsylvania
$14.4M +$28.9K 1 0.92% Increased
384
Achmea Investment Management
Achmea Investment Management
Netherlands
$14.2M +$2.05M 2 0.48% Increased
385
WCM Investment Management
WCM Investment Management
California
$14.2M -$2.35M 2 0.13% Reduced
386
1C
1060 Capital
Colorado
$14.2M +$15.3M 1 4.27% New
387
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$14.1M -$34.3M 3 0.03% Reduced
388
SCM
Suffolk Capital Management
New York
$14M +$1.36M 2 1.98% Increased
389
SCM
SKBA Capital Management
California
$13.9M +$49.2K 1 1.89% Increased
390
UMB Bank
UMB Bank
Missouri
$13.9M +$14.3M 1 0.45% New
391
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky
Kentucky
$13.9M -$854K 8 0.17% Reduced
392
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$13.9M +$15.5M 6 0.36% New
393
TIP
Torray Investment Partners
Maryland
$13.8M +$7.96K 1 1.43% Increased
394
Manning & Napier Group
Manning & Napier Group
New York
$13.8M +$2M 2 0.14% Increased
395
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$13.8M +$152K 3 0.18% Increased
396
MetLife Investment Management
MetLife Investment Management
New Jersey
$13.7M -$390K 10 0.16% Reduced
397
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$13.7M +$14.9M 2 0.28% Increased
398
LNB
Ledyard National Bank
$13.6M +$1.17M 5 1.66% Increased
399
Congress Asset Management
Congress Asset Management
Massachusetts
$13.6M +$1.32M 3 0.19% Increased
400
Summit Partners Public Asset Management
Summit Partners Public Asset Management
Massachusetts
$13.3M $0 1 1.88% Maintained
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